What to Do With Your 401k When You Leave Your Job Perhaps you’re retiring or maybe just changing jobs. There are issues to deal with. One of the most important is what to do with your old 401k. by Roger Wohlner Perhaps you are retiring or perhaps you are moving...
Roth Conversions and Recharacterizations by Rick Kahler If you do Roth conversions and recharacterizations the right way, you can reduce your tax bill. Here’s how. In a prior article I covered strategies for when to use Roth IRAs. An additional aspect of a Roth...
Succession Planning for Your Business Are you a business owner looking to retire? It’s time to plan how you will make that transition from taking care of your business to having the business take care of you in retirement. by Rick Kahler Building a successful...
How To Choose Between a Regular and Roth IRA by Rick Kahler Not sure if a regular or Roth IRA would be better for your finances? It’s mostly a question about taxes. Here’s what you need to consider. When saving money for retirement, taxes are not your...
Can I Take a Lump Sum From My 401k When I Retire? by Gary Foreman Not sure how to withdraw money from your 401k when you retire? Can you take a lump sum? Be sure to fully understand all of your options before deciding so you can hopefully avoid a big tax mistake....
How To Find the Right Financial Advisor for Your Retirement Years A sound financial plan is an important component of a comfortable retirement. Here’s how to find the right financial advisor to help you with your financial plan in retirement. by Gary Foreman A...
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